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880 advisors near
80403
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Kameron C
Series 66
Golden, CO
Cambridge Investment Research Advisors
Kameron Cambier is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has five years of industry experience. His career includes roles at Cambridge Investment Research Advisors since 2017 and prior work in logistics and landscaping. He is also involved in a referral program affiliated with SmartVestor through his ownership of Centennial Capital Partners. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through independent Financial Professionals using both proprietary and third-party strategies, with options for discretionary and non-discretionary management.
Nanette F
CFP®, Series 63, Series 66
Lakewood, CO
Edward Jones
Nanette Fahrenbruch is a CFP® professional with 26 years of industry experience, all of which have been with Edward Jones since 2000. She holds Series 63 and Series 66 licenses and is based in Lakewood, CO. Outside of her advisory role, she has an ownership interest in a rental business in Aurora, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.
Audrey I
Series 63, Series 66
Louisville, CO
Wells Fargo Advisors
Audrey Ingram is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo Advisors since 2012. Additionally, she is a commissioned notary public in Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing proprietary research and planning tools to offer tailored recommendations across various specialized planning areas.
Matthew K
Series 63, Series 66
Arvada, CO
Thrivent Investment Management
Matthew Kvien is a financial advisor at Thrivent Investment Management with 16 years of industry experience and holds Series 63 and Series 66 credentials. He previously worked for TIAA and TIAA-CREF for ten years before joining Thrivent Financial and Thrivent Investment Management in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based planning across various financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.
Bryan J
Series 66
Louisville, CO
Edward Jones
Bryan Jaszczak is a financial advisor at Edward Jones in Louisville, CO, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Equitable Advisors and Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Philip Y
Series 63, Series 65
Broomfield, CO
Fidelity
Philip Yanaros is a Financial Consultant at Fidelity Investments. He joined Fidelity in 2016 and has held various roles within the company, including Investment Consultant, Relationship Manager, Central Relationship Manager, and Investment Solutions Representative. Prior to his tenure at Fidelity, he worked as a Financial Representative at Barnum Financial Group from 2015 to 2016. Philip focuses on partnering with clients to pursue their financial goals. He utilizes Fidelity's access to information, tools, and experience to support his clients' financial well-being. His professional experience spans several years within the financial services industry, with a focus on investment consulting and relationship management.
Emily M
Series 63, Series 66
Wheat Ridge, CO
Fidelity
Emily Murray serves as a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role she has held since 2023. She works with clients to develop financial plans that align with their individual goals and values, providing guidance to support long-term financial confidence and utilization of Fidelity's resources. Prior to her current position, Emily accumulated experience at Fidelity in roles including Workplace Planning Consultant (2022-2023), Premium Client Services (2022), and Customer Relationship Advocate (2021-2022). This progression reflects her expanding expertise in client service and financial planning within the company. Outside of her professional work, Emily has interests that include attending concerts, fitness activities, culinary experiences, outdoor adventures, caring for pets, and traveling.
Julie P
Series 63, Series 66
Broomfield, CO
Cetera
Julie Papacek is a financial advisor at Cetera with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Cetera entities since 2012. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to multiple investment strategies and program structures.
Christopher Y
Series 66
Arvada, CO
Edward Jones
Christopher Yungstrom is a financial advisor with Edward Jones in Arvada, CO, holding a Series 66 designation and bringing six years of industry experience. He previously worked at KeyBank for 11 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
John S
Series 66
Golden, CO
Edward Jones
John Schaecher is a financial advisor at Edward Jones in Golden, CO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.
Brian W
CFP®, Series 66, Series 63
Arvada, CO
LPL Financial
Brian Whatley is a financial advisor with LPL Financial in Arvada, CO, holding CFP® certification and Series 63 and 66 licenses. He has 18 years of industry experience, including positions at Wells Fargo Clearing and Fisher Investments. Outside of advising, he owns a rental property in Fort Collins, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and corporations. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.
Joshua N
Series 66
Lakewood, CO
Raymond James Financial
Joshua Nogajewski is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Lauterbach & Amen as an Associate Actuary providing audit and accounting services. He has also held roles outside finance, including positions at the UCCS Gallogly Recreation Center and UCCS Office of Admissions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations such as a municipal advisor and a SIMPLE IRA Employer Advisory program.
Edward F
CFP®, Series 66
Boulder, CO
J.P. Morgan Securities
Edward Frederick III is a CFP® with 12 years of industry experience and is currently with J.P. Morgan Securities in Broomfield, CO. He has worked at J.P. Morgan Securities since 2016, following a prior role at Catalyst Mutuals Fund Distributors LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.
Chae M
Series 63, Series 65
Broomfield, CO
Fidelity
Chae McConaghy is a Financial Consultant at Fidelity Investments. In this role, McConaghy collaborates with clients to develop personalized financial plans that align with their specific goals and priorities. The focus is on providing financial guidance and suggestions to empower clients in managing their financial futures. McConaghy has been with Fidelity Investments since 2022, progressing through several roles including Investment Sales Associate, Regional Investment Consultant, Investment Consultant, and currently Financial Consultant. This experience has helped build expertise in investment consulting and client financial planning. Outside of work, McConaghy enjoys cooking and baking, gardening, outdoor adventures, and reading.
Hunter O
Series 66
Wheat Ridge, CO
Edward Jones
Hunter Owen is a financial advisor at Edward Jones in Wheat Ridge, CO, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Ralston Creek Neighborhood and Brookdale Senior Living. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.
Leland F
Series 66
Broomfield, CO
Wells Fargo Clearing
Leland Frank is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has 20 years of industry experience, including roles at Wells Fargo Bank and Wells Fargo Advisors LLC. Outside of finance, he works as a voice actor for children's books. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party sources.
Bryan P
Series 63, Series 65
Louisville, CO
Wells Fargo Advisors
Bryan Pieper is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 65 registrations and 28 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory work, he has ownership interests in several investment-related businesses, including entities focused on succession planning and wealth management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, and utilizes proprietary research and tools to develop tailored recommendations for clients.
Daniel C
Series 66
Wheat Ridge, CO
LPL Financial
Daniel Callaghan is a Series 66-licensed financial advisor with LPL Financial, based in Wheat Ridge, Colorado, and has 16 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL in 2019. Outside of his advisory role, he owns a camper rental business through Outdoorsy.com and works seasonally as a support driver for UPS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.
Jorge T
Series 63, Series 66
Arvada, CO
Cetera
Jorge Traslavina is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and Scottrade. Outside of his advisory work, he is the sole owner of a vacation rental property. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering various investment strategies with discretionary and non-discretionary options.
Ashlee W
Series 66
Broomfield, CO
Thrivent Investment Management
Ashlee Wrobel is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked in various roles including financial wellness services at CSU Chico and positions in academic institutions prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing option, delivering planning services without discretionary trading authority.
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Finding advisors...
880 advisors near
80403
within the area shown on the map
Out of 400,000+ nationwide